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CIK: 0002007082
Total reported value
$223.5M
$223.5M
60 檔
22.8%
At the close of Q1 2024, Oxford Wealth Group, LLC disclosed equity holdings valued at approximately $223.5M, spread across 60 reported holdings.
During Q1 2024, Oxford Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 16.72% | -0.42% | — | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 15.16% | -1.18% | — | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 7.63% | -0.11% | — | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.52% | -0.40% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | -0.10% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.08% | -0.09% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | -0.16% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.71% | -0.22% | — | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.62% | +0.08% | — | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.55% | -0.11% | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.45% | -0.16% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | -0.06% | — | |
| 13 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.76% | -0.09% | — | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.71% | -0.61% | EXIT | |
| 15 | PFE | Pfizer Inc | Stock-Healthcare | 1.48% | -0.14% | — | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 1.46% | +0.05% | — | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.45% | -0.07% | — | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.44% | +0.02% | — | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.43% | — | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.36% | -0.08% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | -0.06% | — | |
| 22 | ELV | Elevance Health Inc | Stock-Healthcare | 1.23% | — | — | |
| 23 | C | Citigroup Inc | Stock-Financials | 1.12% | -0.04% | — | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 1.11% | — | — | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 1.06% | — | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.99% | -0.03% | — | |
| 27 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.99% | +0.02% | — | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.98% | — | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.98% | -0.03% | — | |
| 30 | MCK | Mckesson CORP | Stock-Healthcare | 0.95% | — | — | |
| 31 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.92% | -0.09% | — | |
| 32 | LNG | Cheniere Energy Inc | Stock-Energy | 0.87% | -0.09% | — | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.86% | -0.08% | — | |
| 34 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.10% | — | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.09% | — | |
| 36 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.72% | — | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.16% | — | |
| 38 | ALB | Albemarle CORP | Stock-Materials | 0.62% | — | — | |
| 39 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.60% | — | — | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.21% | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.02% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.01% | — | |
| 43 | ✓ | Collaborative Investmnt Ser | Stock-Other | 0.32% | — | — | |
| 44 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.31% | — | — | |
| 45 | MFUL | Mindful Conservative ETF | ETF-Other | 0.30% | — | — | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.27% | -0.04% | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.05% | — | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.06% | — | |
| 49 | RULE | Adaptive Core ETF | ETF-Other | 0.24% | — | — | |
| 50 | TMF | Dir Dly 20+yr Tr Bl3x Etf-ui | ETF-Other | 0.23% | — | — |
According to official SEC Form 13F filings, Oxford Wealth Group, LLC reported a total U.S. public equity portfolio value of $223.5M across 60 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XMMO, COWZ, BIL) accounted for 22.8% of total reported equity market value during Q1 2024.
During Q1 2024, Oxford Wealth Group, LLC's top holdings by market value included XMMO (16.7%)、COWZ (15.2%)、BIL (7.6%). The largest single position, XMMO, represented 16.7% of total portfolio value.
In Q1 2024, Oxford Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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